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FirstEnergy
FE

Overview Fund Activity

471 hedge funds and large institutions have $10.3B invested in FirstEnergy in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-30
Holders Change %
-5.99%
% of All Funds
13.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
51
Increased
165
Reduced
166
Closed
72
Calls
$86.9M
Puts
$68.9M
Net Calls
+$18M
Net Calls Change
-$4.28M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$225M
2
Goldman Sachs
2
Goldman Sachs
New York
$463M
3
LM
3
Luminus Management
Texas
$104M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$732M
5
CBOA
5
Commonwealth Bank of Australia
Australia
$73.8M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
Invesco
2
Invesco
Georgia
$125M
3
Capital World Investors
3
Capital World Investors
California
$905M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.71M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
326
Gamble Jones Investment Counsel
California
$320K -$34K -1,000 -10%
FA
327
FDx Advisors
Illinois
$318K +$318K +9,336 New
SACTSONJ
328
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$316K – – –
BAM
329
Berkshire Asset Management
Pennsylvania
$313K +$22.4K +658 +8%
DADC
330
D.A. Davidson & Co
Montana
$297K +$210K +6,177 +240%
CAN
331
Cetera Advisor Networks
California
$296K +$7.43K +218 +3%
CSIC
332
Clifford Swan Investment Counsel
California
$291K – – –
VRS
333
Virginia Retirement Systems
Virginia
$289K -$6.31M -185,133 -96%
CC
334
ClearArc Capital
Ohio
$282K +$17.3K +510 +7%
MHS
335
M Holdings Securities
Oregon
$281K +$5.81K +171 +2%
UR
336
USCA RIA
Texas
$271K -$2.56K -75 -0.9%
CI
337
Constellation Investments
Ohio
$267K +$6.82K +200 +3%
RB
338
Rodgers Brothers
Pennsylvania
$266K – – –
CS
339
Cannell & Spears
New York
$257K +$2.45K +72 +1%
CMBA
340
C.M. Bidwell & Associates
Hawaii
$257K +$50.9K +1,492 +25%
HighTower Advisors
341
HighTower Advisors
Illinois
$247K +$16K +471 +7%
FTC
342
Farmers Trust Company
Ohio
$247K +$25.4K +747 +11%
MIS
343
Morningstar Investment Services
Illinois
$245K – – –
Toronto Dominion Bank
344
Toronto Dominion Bank
Ontario, Canada
$245K +$341 +10 +0.1%
M&T Bank
345
M&T Bank
New York
$243K – – –
JWA
346
JFS Wealth Advisors
Pennsylvania
$238K -$43.1K -1,268 -15%
SBWM
347
Sunflower Bank Wealth Management
Arizona
$237K -$12.1K -355 -5%
QBFM
348
QS Batterymarch Financial Management
New York
$235K -$14.2K -417 -6%
PAM
349
Private Asset Management
California
$228K – – –
ONB
350
Old National Bancorp
Indiana
$228K +$228K +6,703 New
12 13
14
15 16